Investment Planning Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$650K	Sell	21,181 -6,275	-23%	-$193K	0.23%	41
2025 Q1	$844K	Sell	27,456 -13	-0%	-$399	0.34%	34
2024 Q4	$864K	Buy	27,469 +788	+3%	+$24.8K	0.38%	32
2024 Q3	$842K	Hold	26,681	–	–	0.43%	32
2024 Q2	$842K	Buy	+26,681	New	+$842K	0.43%	32